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View the “It’s your money” Financial Planning Workshop.

Changes in both demographics and tax laws require a massive rethinking of estate planning strategies.

Failing to take action or making the wrong moves can be costly for you and your heirs. Here are six blunders experts told us they see most often, and what to do instead.

The Social Security expert on why high-income clients fail to plan at their peril, and why to never ask the SSA for advice.

Over the last century, disclosure and transparency have become our regulatory crutch, the answer to every vexing problem.

Charitable gifts of real estate can be a great way for a client to avoid capital gains taxes, generate an income tax deduction and achieve personal objectives such as leaving a legacy by making a substantial gift to the client’s favorite charity.

The “Wait a While” trust is called a charitable lead annuity trust.

Morgan Stanley said it will pay $2.6 billion to the U.S. government to resolve potential claims stemming from the sale of mortgage bonds before the financial crisis, reducing its 2014 profit by more than half.

Insurance giant stung by cost of elder care, longer life spans of retirees and persistently low interest rates.

Here is something every non-rich American family should know: The odds are that you will run out of money in retirement.